Company Description Bajaj Capital Insurance Broking Limited (BCIBL) is a licensed insurance broker under the Insurance Regulatory and Development Authority of India (IRDA) and has been serving clients since 2004, with over six lakh customers across the country. Through its portal BajajCapitalInsurance.com, the company offers one of India’s leading platforms for insurance comparison, transactions, and services. BCIBL provides a wide range of life and general insurance products, enabling users to obtain free quotes, compare plans by features, and purchase policies online.

The portal supports comparison of term life, health or mediclaim, car, and travel insurance, presenting quotes, hospital networks, and key benefits side by side to help customers make informed decisions.

Role Description The Relationship Manager is a full time, on-site role based in Kolkata. This role involves managing and nurturing relationships with individual and corporate clients, understanding their insurance needs, and recommending appropriate life and general insurance products.

The Relationship

Manager will follow up on leads, conduct client meetings, explain product features and benefits, and support clients through the entire sales and onboarding cycle. Daily responsibilities include maintaining client records, coordinating with internal teams to ensure smooth policy issuance and service,



and resolving client queries or concerns promptly. The role also requires achieving defined sales and retention targets while upholding high standards of customer experience and compliance with regulatory guidelines.

Qualifications

Strong client relationship management and customer service skills, with the ability to build trust and long-term partnerships.

Sales and negotiation capabilities, including experience in meeting targets and handling objections in a consultative manner.

Knowledge of insurance products (life and general), basic risk assessment, and comfort explaining policy features and benefits.

Solid communication and interpersonal skills, including clear verbal and written communication and active listening.

Good organizational and time-management abilities to handle multiple clients, follow-ups, and documentation efficiently.

Proficiency with basic computer applications and CRM or sales tracking tools to manage leads and client information.

Bachelor’s degree in any discipline; a specialization in finance, insurance, business, or a related field is an advantage.

Prior experience in insurance, financial services, or client-facing sales roles is preferred but not mandatory.

Ability to work on-site in Kolkata and adapt to a dynamic, target-driven environment while maintaining ethical and compliant practices.

📌 Relationship Manager (Kolkata)
🏢 BajajCapital Insurance Broking
📍 Kolkata